General Information

Website: square.com
Software type: Solution as a Software (Saas)
Geography: 🌍 Worldwide

Introduction

Square streamlines the checkout process, allowing businesses to accept payments and manage their transactions within a single platform. It also provides real-time updates, enhancing the accuracy of inventory and financial data. Deliver the Square integration your customers want in no time.

Configure Square

Prerequisite(s)

  • Obtain an application ID and secret from Square (Note that in order to use the integration, you must be located in a market that is supported by Square (e.g. France))
  • Activate the Square integration on the Chift platform.

Process

  1. Follow this documentation to setup your developer account. Link to developer portal: here
  2. You need a client id and secret of your app. Through the developer sandbox you can create an account.
    • Sign in on the developer portal and go to the Applications page.
    • Click to create your first application and give a name to your app
    • If you are not redirected to your app, click on your app on the Application page.
    • You have two environments for Square: Sandbox & Production. Both are compatible with Chift. Usually you start testing with your Sandbox account and link it with the Sandbox environment in Chift. Once testing done, you can activate your Square integration in Chift with the Production credentials of Square.
    • But before that, configure OAuth by clicking on the menu left on Oauth. Enter the following redirect url: https://chift.app/oauth2/redirect This is the same redirect url for both environments.
    • Keep a copy of the application id and the application secret for the next steps

Test Square

To test the software integration:

  1. With your developer account, you can have a few sandbox test accounts to test out the integration.
  2. Follow this link to understand how to use the test account to generate test data & test the integration

Connect Square

To activate a connexion with Square, users will have to go through the following steps.

Square coverage

/locations Live

/orders/{order_id} Live

/payment-methods Live

/orders Live

/sales Live

/products Live

/product-categories Live

/payments Live

/closures/{date} Live

/accounting-categories Live

/orders/ On request